光伏组件“危机”如何化解?多方联动构建光伏产业高质量发展新格局

Core Insights - The Chinese photovoltaic industry has achieved significant market share and rapid technological advancements over the past decade, but is now facing challenges such as declining prices, quality issues, and overall reduced profitability [1][2]. Industry Overview - Since the second half of 2023, the photovoltaic sector has experienced a continuous decline in prices, with component prices dropping below 0.6 yuan per watt. The prices of polysilicon, silicon wafers, battery cells, and modules have decreased by over 35%, 45%, and 25% respectively [1]. - The overall qualification rate of photovoltaic modules has fallen from 100% in 2019 to 62.9% in 2024, with a nearly 16% non-compliance rate in the first half of 2025. Issues include mechanical load failures, substandard photoelectric conversion efficiency, and power mislabeling [2]. Regulatory Response - Multiple government departments, including the Ministry of Industry and Information Technology, have introduced policies to establish manufacturing thresholds, standard systems, and price regulations to improve product quality and market order [2]. - A meeting led by the Ministry of Industry and Information Technology in August 2025 aimed to shift the industry focus from scale expansion to quality enhancement and from price competition to technology and service competition [2]. Company Initiatives - Companies like Sunshine New Energy are actively addressing quality issues by forming specialized technical teams and establishing evaluation laboratories to create comprehensive standards for materials, processes, and testing [3]. - Sunshine New Energy has also collaborated with certification centers to publish standards for high-quality photovoltaic power stations, emphasizing performance, safety, and reliability [3][5].